Peapack-Gladstone Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,956
| Closed | -$266K | – | 702 |
|
|
2024
Q1 | $266K | Hold |
2,956
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $270K | Hold |
2,956
| – | – | ﹤0.01% | 585 |
|
|
2023
Q3 | $231K | Hold |
2,956
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $256K | Sell |
2,956
-135
| -4% | -$11.3K | ﹤0.01% | 599 |
|
|
2023
Q1 | $262K | Hold |
3,091
| – | – | 0.01% | 585 |
|
|
2022
Q4 | $260K | Hold |
3,091
| – | – | 0.01% | 573 |
|
|
2022
Q3 | $252K | Hold |
3,091
| – | – | 0.01% | 575 |
|
|
2022
Q2 | $284K | Hold |
3,091
| – | – | 0.01% | 521 |
|
|
2022
Q1 | $335K | Hold |
3,091
| – | – | 0.01% | 539 |
|
|
2021
Q4 | $359K | Hold |
3,091
| – | – | 0.01% | 528 |
|
|
2021
Q3 | $316K | Hold |
3,091
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $315K | Buy |
+3,091
| New | +$307K | 0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-2,790
| Closed | -$260K | – | 376 |
|
|
2019
Q4 | $260K | Sell |
2,790
-1,000
| -26% | -$92.7K | 0.01% | 314 |
|
|
2019
Q3 | $355K | Sell |
3,790
-200
| -5% | -$18.2K | 0.02% | 287 |
|
|
2019
Q2 | $348K | Sell |
3,990
-1,000
| -20% | -$87.5K | 0.02% | 289 |
|
|
2019
Q1 | $434K | Hold |
4,990
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $374K | Hold |
4,990
| – | – | 0.02% | 259 |
|
|
2018
Q3 | $399K | Hold |
4,990
| – | – | 0.02% | 254 |
|
|
2018
Q2 | $402K | Hold |
4,990
| – | – | 0.02% | 252 |
|
|
2018
Q1 | $377K | Sell |
4,990
-480
| -9% | -$36.4K | 0.02% | 264 |
|
|
2017
Q4 | $443K | Sell |
5,470
-1,065
| -16% | -$86.5K | 0.02% | 243 |
|
|
2017
Q3 | $522K | Hold |
6,535
| – | – | 0.03% | 219 |
|
|
2017
Q2 | $521K | Hold |
6,535
| – | – | 0.03% | 216 |
|
|
2017
Q1 | $513K | Sell |
6,535
-345
| -5% | -$26.9K | 0.03% | 218 |
|
|
2016
Q4 | $529K | Buy |
6,880
+1,450
| +27% | +$110K | 0.03% | 200 |
|
|
2016
Q3 | $438K | Buy |
5,430
+1,000
| +23% | +$82.8K | 0.03% | 217 |
|
|
2016
Q2 | $365K | Buy |
4,430
+175
| +4% | +$13.7K | 0.03% | 237 |
|
|
2016
Q1 | $331K | Hold |
4,255
| – | – | 0.02% | 248 |
|
|
2015
Q4 | $319K | Sell |
4,255
-500
| -11% | -$37.3K | 0.02% | 264 |
|
|
2015
Q3 | $337K | Hold |
4,755
| – | – | 0.03% | 245 |
|
|
2015
Q2 | $339K | Hold |
4,755
| – | – | 0.02% | 254 |
|
|
2015
Q1 | $377K | Buy |
4,755
+2,000
| +73% | +$160K | 0.03% | 246 |
|
|
2014
Q4 | $212K | Buy |
+2,755
| New | +$206K | 0.01% | 292 |
|
|
2013
Q3 | – | Sell |
-3,901
| Closed | -$259K | – | 285 |
|
|
2013
Q2 | $259K | Buy |
+3,901
| New | +$276K | 0.02% | 250 |
|
Other funds holding IYR
WI
Peapack-Gladstone Financial Corp's IYR Position: Q2 2024 in Review
Peapack-Gladstone Financial Corp sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 2,956 shares — an estimated $266K sold.
Peapack-Gladstone Financial Corp first reported a position in IYR in Q2 2013 and held it in 34 quarters. The position peaked at $529K in Q4 2016. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.
- Peapack-Gladstone Financial Corp reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
- Peapack-Gladstone Financial Corp sold 2,956 iShares US Real Estate ETF shares in Q2 2024, an estimated $266K.
- Peapack-Gladstone Financial Corp first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 34 quarters.
- Peapack-Gladstone Financial Corp's iShares US Real Estate ETF position peaked at $529K in Q4 2016.
- 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2024, filed 13 Aug 2024.